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Wipfli Financial Advisors’s Insperity NSP Stock Holding History

Wipfli Financial Advisors’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$30K Buy
+298
New +$32K ﹤0.01% 1377

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wipfli Financial Advisors's NSP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Insperity (NSP) in Q3 2022: 298 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1377 among its holdings.

291 funds tracked by Wall St. Rank hold NSP as of Q3 2022.

  • Wipfli Financial Advisors held 298 shares of Insperity worth $30K as of Q3 2022.
  • Insperity was a new Wipfli Financial Advisors position in Q3 2022.
  • Insperity made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1377 holding.
  • 291 funds tracked by Wall St. Rank held Insperity as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.